Requirements Checklist | CLEARIFY

The Complete Reference

1. Hardware and Software

• Server Operating Systems -  64 Bit Only for 2016, 2019, 2022
• Desktop Operating System -  64 Bit Only for Windows 10, 11
• CPU - 7th to 13th Generation Intel Core ix Processors
• Memory - 4 Gig Minimum for Single-User, 8 Gig Minimum for Multi-User
• Hard Drive Space - 350MB for component installation. Database storage up to 10 Gig
• Microsoft Office (Excel, Power BI) - All office versions 2016 and later - 64 Bit
• .NET Framework - Version 4.8 or above required

QuickBooks Desktop: developers do not have direct access to the database; the more horsepower the better.

2. QuickBooks (Desktop)

USA AND CANADA DESKTOP VERSIONS 2021 - 2024

• QuickBooks Pro and Pro Plus
• QuickBooks Premier and Premier Plus
• Quickbooks Enterprise Solutions (includes Silver, Gold and Platinum levels)
• QuickBooks Accountant Editions
• All Multi-Currency
• New Zealand Editions
• UK is no longer supported due to Intuit discontinuance

INSTALLATION AND DEPLOYMENT

• Proper Desktop Installation. (QQube communicates via client not Database Manager)
  • Install QuickBooks Desktop (intuit.com)
  • Install QuickBooks Desktop on a server (intuit.com) 
• QuickBooks is Activated. Activate QuickBooks Desktop for Windows (intuit.com) 
• Check QB file integrity. Detect and deal with corruption in your QuickBooks file
• Create specific users with full rights to automatically connect QQube to QuickBooks.
• Set certain QB preferences to get around limitations in the Intuit SDK.

3. QuickBooks Multi-Company

• Requires the QQube Multi-Company Add-On
  
  • Up to 3 companies
  • Up to 10 companies
  • Up to 50 companies
  • Up to 100 companies
• You can combine, mix, aggregate any QQube supported QuickBooks file
• Automation of extraction can only be done seamlessly with the same type of QB file e.g. all Premier, or all Enterprise files
• (Trial Version has no limitations)

4. Running QQube Examples

• Microsoft Access- 2016 and above. 
• Microsoft Excel - 2016 and above
• Excel Power Pivot - Excel 2016 and later
• Microsoft Power BI - Current Version (Updates are monthly from Microsoft)
• SAP Crystal Reports - 2011 and above.
• Tableau - Year 2022 and above.

5. QQube Implementation

SINGLE-USER

You must install under the user who will be using QQube. You will not install under a separate administrator account.  Install QQube Single-User on Local Desktop

• Administrative Permissions for installation (NOT "run as administrator")
• Does not connect to a network where another QQube engine/implementation exists.
• Cannot be installed on a server

MULTI-USER - VERY IMPORTANT!

You must have a server user dedicated to the synch process. Nobody else logs in to this account to perform a synch or create reports. A regular user always logs in to their own account to create reports and will control the synch that occurs under the dedicated user.

There is one, and only one synchronizer user.

You will create a script to auto-login the dedicated synch user upon a server reboot with QBW32.EXE and QQUBESYNCHRONIZER.EXE in the startup folder.

QuickBooks will be open to NO company file within the dedicated synch user.

• Local Network - install on administrative console.  Administrative console can only be locked - not logged out of. This is where the installation is performed, and where the synch takes place.  Install QQube Multi-User on a Local Network
• Remote Desktop or Hosted Platform - create a dedicated server user called [qqubesynch], with temporary administrative rights, and the time out property set to "never". This is where the installation is performed, and where the synch takes place.
  Install QQube Multi-User on Remote Desktop

QUICKBOOKS DESKTOP USERS: Intuit SDK (Software Development Kit) only allows QQube to communicate with QuickBooks via a client interface, and doesn't allow the use of a service to perform that communication.